Address:

Provide high quality customer service to BMO Trust Company customers to deliver an exceptional customer experience. Provide technical expertise for all aspects of trust and estate account management and administration to ensure compliance. Work collaboratively within the regional team as part of the solution offered to the client or the relationship management solution. Identify business opportunities and make customer referrals to other operating groups, if applicable.

• Manage, as liquidator or trustee, estate, trust or mandated accounts.
• Act as relationship manager for their clients assigned and interact effectively with other stakeholders in the file.
• Review requests with the Trustee to make discretionary decisions about what action to take.
• Carry out tasks to provide accurate and efficient services in a timely manner.
• Establish and maintain trust and estate accounts ensuring all compliance requirements are met within acceptable time frames.
• Ensure timely and accurate processing of priority management activities.
• Establish effective relationships with internal and external stakeholders.
• Meet high quality standards of service to maximize relationship retention and growth.
• Establish a connection with customers and inspire their trust, in order to establish credibility and gain their trust.
• Recommend solutions and implement them based on analysis of problems and implications for the organization and the customer.
• Identify opportunities to grow existing relationships and develop new business.
• In collaboration with other employees, make presentations to current and potential clients based on their needs.
• Stay up to date on trends and emerging issues to inform decision-making.
• Support the implementation of strategic initiatives, in collaboration with internal and external stakeholders.
• Participate in establishing business priorities and the order of achievement of the strategy of the business sector or operating group.
• Participate in various change management activities, including readiness assessment, planning, stakeholder management, delivery, evaluation and maintenance of initiatives.
• Participate in establishing a communications plan designed to exert a positive influence or change behavior; create personalized messages and choose the appropriate distribution channels.
• Provide comments on the planning and implementation of operational programs.
• Support audits and compliance reviews assigned to it.
• Identify all irregularities and anomalies and report them to management.
• Evaluate the effectiveness of the work to be carried out considering sector trends and recommend improvements; make the required changes.
• Perform sales and service support tasks as needed to meet customer needs and maintain overall service levels.
• Use judgment to identify problems, determine their causes and resolve them within established limits.
• Work independently and regularly handle non-routine situations.
• Broader duties and responsibilities may be assigned as needed.

Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Bachelor’s degree in Finance or related field preferred.
• Notary or Law Degree an important asset.
• STEP designation an interesting asset.
• In-depth / expert knowledge of Personal Trust Administration processes and procedures
• In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
• In-depth / expert knowledge of fiduciary laws including estate planning techniques, relevant tax regulations.
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.